150 – Building Wealth Beyond Business: Property Strategies for Business Owners
November 05, 2024
In this episode, Paul Sweeney talks with Charles Zerafa, a finance expert specialising in wealth creation strategies for business owners. Charles explains how investing in commercial property can help business owners build wealth outside of their primary business, while also minimising risks and leveraging tax benefits. They discuss strategies like using superannuation for property investments, buying properties with room for business growth, and working with buyer’s agents for better market insights. Charles emphasises the importance of strategic planning, understanding cash flow impact, and using experts for financing and property acquisition. This episode offers valuable guidance for business owners looking to diversify their assets and grow long-term wealth.
Charles Zerafa With over 25 years of experience in Business and Corporate Banking, Charles Zerafa is a seasoned finance broker renowned for his ability to tailor finance solutions to meet the unique needs of each client.
His career has spanned across various roles as a Relationship Manager and Finance Analyst, amassing a remarkable track record of handling lending applications exceeding $1.0 billion, encompassing diverse industries from small businesses to multinational corporations.